Institutional Fund
Westhampton Capital, LLC
Winston-Salem, NCCIK 16399975 filings on record
Portfolio Value
$214.16M
Q1 2026
Holdings
129
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+1.1%
from $211.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc9.7%
- Eaton Corp PLC4.3%
- Broadcom Inc4.0%
- Cummins Inc3.4%
- Parker-Hannifin Corp3.2%
- Lam Research Corp3.1%
- Other72.2%
Portfolio Holdings
129 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 81.8K | $20.77M | 9.7% | −559 | Reduced |
| 2 | Eaton Corp PLC | 26.0K | $9.29M | 4.3% | −77 | Reduced |
| 3 | Broadcom Inc | 27.6K | $8.53M | 4.0% | +202 | Added |
| 4 | Cummins Inc | 13.6K | $7.32M | 3.4% | +10 | Added |
| 5 | Parker-Hannifin Corp | 7.7K | $6.91M | 3.2% | +35 | Added |
| 6 | Lam Research Corp | 31.1K | $6.64M | 3.1% | −3.0K | Reduced |
| 7 | Nvidia Corporation | 37.8K | $6.59M | 3.1% | 0 | Held |
| 8 | Waste Mgmt Inc Del | 23.4K | $5.37M | 2.5% | −40 | Reduced |
| 9 | Pepsico Inc | 29.1K | $4.52M | 2.1% | −65 | Reduced |
| 10 | Rtx Corporation | 22.7K | $4.38M | 2.0% | 0 | Held |
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